Family Financial Roadmap: 1-on-1 or 2-on-1 Consultation Session

Align your family's finances and leave with a prioritised holistic action plan.

Type: 1-on-1 OR 2-on-1 Live Session (90 mins)

Target Audience: Couples with at least 10 years to retirement; families with school-aged children' or 'sandwich generation balancing own future retirement funding and parents expenses.

Core Focus: Holistic family financial alignment and strategic direction.

What Happens in the Session:

• 360° Financial Assessment: Live discussion evaluating current cash flow, family protection strategy, dependent planning, and major upcoming expenses.
• Partner Goal Alignment: Facilitated discussion to navigate differing money mindsets, financial knowledge levels, and bring both partners onto the same page regarding priority goals.
• Strategic Action Steps: Real-time mapping of immediate, mid-term, and long-term priorities during the call.

Core Topics Covered:

1. Cash Flow & Reserve Optimization: Evaluating income allocation, household expense structures, and right-sizing emergency safety nets.
2. Family Protection & Risk Management Strategy: Assessing insurance coverage, income protection, and financial contingency plans for unforeseen life events.
3. Multi-Life Goals Prioritisation: Navigating competing priorities such as retirement planning, child education funding, property expansion, long-term healthcare, and multi-generational wealth growth.
4. Partner Money Dynamics: Aligning conflicting spending/saving mindsets between partners to create a unified financial direction.